SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 381 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $8,993,789 | +4.3% | 175,317 | +8.5% | 0.39% | -3.5% |
Q1 2024 | $8,619,544 | +38.4% | 161,596 | +26.4% | 0.40% | +6.4% |
Q4 2023 | $6,227,743 | +876.0% | 127,827 | +777.3% | 0.38% | +776.7% |
Q3 2023 | $638,080 | +59.0% | 14,571 | +66.6% | 0.04% | +65.4% |
Q2 2023 | $401,308 | -4.7% | 8,745 | -8.7% | 0.03% | -10.3% |
Q1 2023 | $421,109 | +1.9% | 9,583 | -1.4% | 0.03% | -6.5% |
Q4 2022 | $413,069 | +3.8% | 9,719 | -5.9% | 0.03% | -6.1% |
Q3 2022 | $398,000 | -5.2% | 10,331 | -2.5% | 0.03% | -21.4% |
Q2 2022 | $420,000 | -13.8% | 10,592 | +2.6% | 0.04% | 0.0% |
Q1 2022 | $487,000 | -7.6% | 10,328 | -2.6% | 0.04% | -4.5% |
Q4 2021 | $527,000 | +2.1% | 10,599 | -5.3% | 0.04% | +2.3% |
Q3 2021 | $516,000 | -3.4% | 11,190 | -1.2% | 0.04% | -20.4% |
Q2 2021 | $534,000 | 0.0% | 11,324 | -3.1% | 0.05% | -5.3% |
Q1 2021 | $534,000 | -6.6% | 11,684 | -17.6% | 0.06% | -19.7% |
Q4 2020 | $572,000 | +24.1% | 14,182 | +0.2% | 0.07% | +7.6% |
Q3 2020 | $461,000 | -2.5% | 14,157 | -6.5% | 0.07% | -10.8% |
Q2 2020 | $473,000 | +24.1% | 15,148 | +0.5% | 0.07% | -1.3% |
Q1 2020 | $381,000 | -25.9% | 15,076 | +6.1% | 0.08% | -8.5% |
Q4 2019 | $514,000 | -0.4% | 14,211 | -6.7% | 0.08% | -8.9% |
Q3 2019 | $516,000 | +27.7% | 15,226 | +28.5% | 0.09% | +25.0% |
Q2 2019 | $404,000 | +29.1% | 11,848 | +26.0% | 0.07% | +9.1% |
Q1 2019 | $313,000 | +101.9% | 9,403 | +77.6% | 0.07% | +78.4% |
Q4 2018 | $155,000 | +46.2% | 5,294 | +81.3% | 0.04% | +60.9% |
Q3 2018 | $106,000 | +10.4% | 2,920 | +6.4% | 0.02% | +4.5% |
Q2 2018 | $96,000 | +65.5% | 2,744 | +56.8% | 0.02% | +69.2% |
Q1 2018 | $58,000 | – | 1,750 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
TIEDEMANN ADVISORS, LLC | 7,570,189 | $246,999,000 | 11.93% |
Measured Wealth Private Client Group, LLC | 647,533 | $21,129,000 | 10.22% |
WALLER FINANCIAL PLANNING GROUP, INC | 651,299 | $21,252,000 | 7.79% |
Peterson Wealth Advisors, LLC | 417,983 | $13,639,000 | 6.99% |
ARQ WEALTH ADVISORS, LLC | 214,860 | $7,011,000 | 6.75% |
Valmark Advisers, Inc. | 7,916,423 | $258,313,000 | 5.87% |
Financial Strategies Group, Inc. | 232,092 | $7,573,000 | 5.10% |
Good Life Advisors, LLC | 538,228 | $17,559,000 | 4.78% |
Retirement Planning Group, LLC | 858,718 | $28,020,000 | 4.57% |
Private Wealth Group, LLC | 159,324 | $5,199,000 | 4.22% |